Berman Capital Advisors’s Healthcare Realty Trust Incorporated HR Stock Holding History

Berman Capital Advisors’s Portfolio HR Stock Details HR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$18K	Buy	631 +299	+90%	+$9.16K	﹤0.01%	1026
2021 Q2	$10K	Buy	332 +90	+37%	+$2.8K	﹤0.01%	1148
2021 Q1	$7K	Sell	242 -263	-52%	-$7.91K	﹤0.01%	1192
2020 Q4	$14K	Hold	505	–	–	﹤0.01%	806
2020 Q3	$15K	Sell	505 -185	-27%	-$5.32K	﹤0.01%	677
2020 Q2	$20K	Sell	690 -277	-29%	-$8.29K	0.01%	546
2020 Q1	$27K	Sell	967 -1	-0.1%	-$34	0.01%	428
2019 Q4	$32K	Buy	968 +3	+0.3%	+$99	0.01%	417
2019 Q3	$32K	Buy	965 +2	+0.2%	+$66	0.01%	395
2019 Q2	$30K	Buy	963 +151	+19%	+$4.79K	0.01%	415
2019 Q1	$26K	Buy	812 +339	+72%	+$10.6K	0.01%	401
2018 Q4	$13K	Buy	+473	New	+$13.7K	0.01%	472

Other funds holding HR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Berman Capital Advisors's HR Position: Q3 2021 in Review

Berman Capital Advisors increased its Healthcare Realty Trust Incorporated (HR) stake by 90% in Q3 2021, buying an estimated $9.16K and bringing the position to 631 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #1026.

Berman Capital Advisors first reported a position in HR in Q4 2018 and has held it in 12 quarters since. The position peaked at $32K in Q4 2019. 276 funds tracked by Wall St. Rank hold HR as of Q3 2021.

Berman Capital Advisors held 631 shares of Healthcare Realty Trust Incorporated worth $18K as of Q3 2021.
Berman Capital Advisors bought 299 Healthcare Realty Trust Incorporated shares in Q3 2021, an estimated $9.16K.
Healthcare Realty Trust Incorporated made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1026 holding.
Berman Capital Advisors first reported a position in Healthcare Realty Trust Incorporated in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Healthcare Realty Trust Incorporated position peaked at $32K in Q4 2019.
276 funds tracked by Wall St. Rank held Healthcare Realty Trust Incorporated as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.